Senior Consultant - CRM Financial Services Language My Candidate Profile Employee login Job Alerts Link Senior Consultant - CRM Financial Services Posting Start Date: 9/22/26 Job Type: Permanent Work Model: Hybrid Reference code: 135102 Primary Location: Toronto, ON All Available Locations: Montreal, QC; Quebec City, QC We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future. Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.

As a Senior Consultant specializing in Financial Services CRM and Salesforce, you will work with leading financial institutions to deliver CRM transformation and digital modernization initiatives. You will collaborate closely with business and technology stakeholders to understand client needs, define target-state processes, and translate requirements into scalable Salesforce-based solutions. Lead discovery sessions, requirements workshops, and stakeholder discussions with Financial Services clients.

Analyze business processes, customer journeys, and operating models, translating them into CRM capabilities, functional requirements, user stories, and acceptance criteria. Support end-to-end solution design by leveraging Salesforce capabilities, including Financial Services Cloud, Sales Cloud, and Service Cloud, while promoting fit-to-standard approaches. Facilitate current-state and future-state process design across areas such as sales and opportunity management, client servicing, and case management.

Collaborate with solution architects, developers, integration, data, and testing teams to ensure business requirements are implemented effectively. Manage and refine product backlogs, participate in sprint planning, story refinement, demonstrations, and business validation activities. Identify functional dependencies, risks, and design decisions, driving resolution with stakeholders across business and technology teams.

Support system integration testing (SIT), user acceptance testing (UAT), release readiness, and user adoption activities. Provide mentorship and day-to-day guidance to consultants and business analysts within the project team. Facilitate client interactions and produce project deliverables in both French and English.





Our Customer and Digital Transformation practice helps organizations reimagine how they engage with customers through modern CRM platforms and digital capabilities. Working alongside multidisciplinary teams of business, technology, and industry specialists, we support clients through strategy, design, implementation, and adoption of enterprise CRM solutions. As part of our Financial Services team, you will help banks, wealth management firms, and other financial institutions transform customer experiences, streamline operations, and unlock greater value from Salesforce technologies.

You will work on complex, market-leading transformation initiatives while developing deep expertise in Financial Services processes and CRM best practices. You are a collaborative and client-focused skilled with strong consulting and business analysis experience, and a passion for delivering digital transformation solutions within Financial Services. 5 to 6+ years of experience in consulting, business analysis, product ownership, functional consulting, or related delivery roles. ~ Demonstrated experience working within Financial Services, preferably in banking, wealth management, or a related sector. ~ Experience delivering CRM transformation programs, with Salesforce platform experience strongly preferred. ~ Hands-on knowledge of Salesforce Financial Services Cloud (FSC), Sales Cloud, and/or Service Cloud considered a strong asset. ~ Strong understanding of Agile delivery methodologies, including backlog management, user stories, acceptance criteria, sprint planning, and iterative delivery. ~ Experience working collaboratively with business and technical teams in complex transformation environments. ~ Professional proficiency in both French and English, including the ability to facilitate workshops, communicate with stakeholders, and prepare project deliverables in both languages. Salesforce certifications (Administrator, Business Analyst, Sales Cloud Consultant, Service Cloud Consultant, or Financial Services Cloud).

Experience supporting large-scale CRM or digital transformation initiatives within Financial Services organizations.

Experience working in Agile delivery environments and cross-functional teams. Bilingualism in French and English is required for this position due to the nature of the role having interactions with National & Global clients and project teams.



The salary range for this position is $80,000 - $138,000, and individuals may be eligible to participate in our bonus program.

Our Total Rewards

Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. On top of our regular paid vacation days, some examples include: ~$4,000 per year for mental health support benefits ~$1,300 flexible benefit spending account ~ flexible work arrangements and a hybrid work structure We provide flexible working options to support you and how you can contribute.

We offer opportunities and experiences that support your continuing growth as a leader. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada.

This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). When you apply, we will review your application using Deloitte's Global Talent Standards to ensure a consistent recruitment experience.

Our recruitment advisors and hiring teams will utilize human screening combined with AI technology to help identify the skills and qualities that matter most to our business, while safeguarding your privacy and using AI responsibly. We recognize that Indigenous Peoples have been the caretakers of this land since time immemorial, nurturing its resources and preserving its natural beauty. We humbly acknowledge that we are all Treaty people, and we commit to fostering a relationship of respect, collaboration, and stewardship with Indigenous communities in our shared goal of reconciliation and environmental sustainability. #

📌 Senior Consultant - CRM Financial Services (Toronto)
🏢 Deloitte France
📍 Toronto